White Oak Partners Investment Advisor, LLC
● SEC registered since 2011CRD 157766SEC# 801-72370Westerville, OH
Ranks #2,288 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.83B
Fund GAV
$2.02B
Private funds
8
Employees
8
Accounts
8
Location
Westerville, OH
White Oak Partners Investment Advisor, LLC assets under management
White Oak Partners Investment Advisor, LLC operates as an SEC-registered investment adviser based in Westerville, OH. The firm has been registered since 2011. It reports $1.8 billion in regulatory assets under management and employs 8 people. White Oak Partners Investment Advisor, LLC manages 8 private funds with combined gross assets of $2 billion, including White Oak Real Estate 2020-1, LP. By regulatory assets, it ranks 2,288 of 6,004 private fund managers.
White Oak Partners Investment Advisor, LLC private funds
8 funds · $2.02B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| White Oak Real Estate 2020-1, LP | Real Estate | $691.6M | $2M |
| Wmb Mulitfamily Fund, L.P. | Real Estate | $638.2M | $2M |
| Sunbelt Seeded Multifamily JV LLC | Real Estate | $238.8M | $2M |
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Join to unlock · $37/moWhite Oak Partners Investment Advisor, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher David Adkinson Control | Chief Compliance Officer | Under 5% | 2018 |
| James Paul Cramer Control | President | Under 5% | 2011 |
| Michael James Menzer Control | Chief Executive Officer | Under 5% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does White Oak Partners Investment Advisor, LLC manage?
White Oak Partners Investment Advisor, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
How many private funds does White Oak Partners Investment Advisor, LLC manage?
White Oak Partners Investment Advisor, LLC manages 8 private funds with combined gross assets of $2 billion.
How many employees does White Oak Partners Investment Advisor, LLC have?
White Oak Partners Investment Advisor, LLC reports 8 employees.
Where is White Oak Partners Investment Advisor, LLC located?
White Oak Partners Investment Advisor, LLC is based in Westerville, OH and has been SEC-registered since 2011.
Does White Oak Partners Investment Advisor, LLC disclose fund performance?
White Oak Partners Investment Advisor, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4960 E. Dublin-Granville Road, Suite 500, Westerville, OH 43081 |
| Phone | 614-741-7600 |
| Office hours | 8a.m. - 5p.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.83B▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
AUM vs fund managersTop 38%
Larger than 62% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.83Bregulatory AUM
Discretionary $1.83B